Teams, Roles and Permissions can be managed from the configuration panel to ensure your people have access to the information and processes they need.
- Access the Configuration Panel from the avatar menu at top right of your screen
- Go to the Permissions tab
- Roles enables the set up of user types with preset permissions
- Create Teams for groups of users that perform set functions in the system. Teams can be made up users with different roles.
- For example a Site Inspection Review Team might include Admin users and Compliance Manager users which have different permissions throughout the system but together have a special permission to review, accept and reject site inspections
- Teams permissions override Role permissions so that becoming a member of a Team can give a user additional permissions outside of what their Role allows
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